← Library / AI

AI Connector (Claude & ChatGPT)

Connect VestmentPulse to Claude, ChatGPT, or any MCP-compatible assistant and manage your portfolio by conversation instead of forms. You approve access on a consent screen and can revoke it any time.

How to use it

1. Open the connector page and follow the steps for your assistant.
2. Approve the access request. Read-only access and write access are separate permissions.
3. Ask in plain language, for example to log a premium payment or summarize your portfolio.